Civic Intelligence

Whitefish Rotary Charitable Fund Inc.

990EZ • Fiscal year 2021 • EIN 46-0492025

Jul 01, 2020 to Jun 30, 2021 • Filed on Nov 12, 2021

PO Box 5583Whitefish, MT 59937

(406) 270-2760

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2021

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2021

Net Margin

15th percentile

-32%

Higher net margin than 15% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

6th percentile

-62%

Faster asset growth than 6% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

90th percentile

158%

Faster revenue growth than 90% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Assets

Flat

$18,489

Flat from 2021

Net Assets

$18,489

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Flat

$93,768

Flat from 2021

Expenses

Flat

$123,508

Flat from 2021

Net Income

Flat

-$29,740

Flat from 2021

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$60K$40K$20K$0Assets 2013: $26,460Liabilities 2013: $02013Assets 2019: $41,816Net Assets 2019: $41,8162019Assets 2020: $48,229Net Assets 2020: $48,2292020Assets 2021: $18,489Net Assets 2021: $18,4892021Assets 2021: $18,489Liabilities 2021: $02021Assets 2022: $25,737Net Assets 2022: $25,7372022Assets 2023: $21,838Net Assets 2023: $21,8382023Assets 2024: $22,334Liabilities 2024: $02024Assets 2025: $19,920Net Assets 2025: $19,9202025

Highlighted filing

2021

Assets$18,489
Liabilities-
Net Assets$18,489

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$150K$100K$50K$0-$50KRevenue 2013: $3,868Expenses 2013: $15,135Net Income 2013: -$11,2672013Revenue 2019: $31,302Expenses 2019: $23,045Net Income 2019: $8,2572019Revenue 2020: $36,367Expenses 2020: $29,954Net Income 2020: $6,4132020Revenue 2021: $93,768Expenses 2021: $123,508Net Income 2021: -$29,7402021Revenue 2021: $93,768Expenses 2021: $123,508Net Income 2021: -$29,7402021Revenue 2022: $14,208Expenses 2022: $6,960Net Income 2022: $7,2482022Revenue 2023: $3,213Expenses 2023: $7,112Net Income 2023: -$3,8992023Revenue 2024: $2,546Expenses 2024: $2,050Net Income 2024: $4962024Revenue 2025: $3,516Expenses 2025: $5,930Net Income 2025: -$2,4142025

Highlighted filing

2021

Revenue$93,768
Expenses$123,508
Net Income-$29,740
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Nov 12, 2021
Return Version
2020v4.0
Gross Receipts
$93,768
Mission and Program Overview

Mission

Charitable distribution of funds and services in coordination with rotary club of whitefish to those in need primarily in the whitefish community thru gifts, donations, and scholarships.

Program Services

DescriptionGrantsExpenses
CHARITABLE DISTRIBUTION OF FUNDS AND SERVICES TO THOSE IN NEED PRIMARILY IN THE WHITEFISH COMMUNITY THRU GIFTS, DONATIONS, AND SCHOLARSHIPS.$122,104-
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ALEX J SPEARChairman-$0--
JOHN PHELPSDirector-$0--
SUZANNE CARSTENSTreasurer-$0--
MICHAEL MOFFITTSecretary-$0--
TIMOTHY DALSTROMDirector-$0--
WILLIAM BAYNEDirector-$0--
Filing and Contact Details

Filer

Filer Name
Whitefish Rotary Charitable Fund Inc
EIN
46-0492025
Phone
4062702760
Address
PO BOX 5583, WHITEFISH, MT 59937

Signing Officer

Name
Alex J Spear
Title
Chairman
Signed
2021-11-12
Discuss with paid preparer
Yes

Preparer

Firm
Abacus Tax Consulting Inc
Address
1507 First Avenue W Suite A, Kalispell, MT 59901
Preparer
Douglas J Hill
Phone
4067526706
Supplemental Narrative

Additional Explanations

Other Expenses.1

Project donation expense $88371

Other Expenses.2

Magic of christmas gifts $20876

Other Expenses.3

FVCC SCHOLARSHIPS $10000

Other Expenses.4

Nepal shcholarships $1857

Other Expenses.5

Glacier symphony scholarship $1000

Other Expenses.6

PO BOX RENT $120

Other Expenses.7

Annual corporate report $20

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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0PROJECT DONATION EXPENSE $88371
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1MAGIC OF CHRISTMAS GIFTS $20876
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